For NineTen AI clients. You need Claude and your NineTen AI connector.

5 short steps in your portal

How to teach your AI about your business

Your AI can only use what it knows about your business. On the Your AI page you tell it in plain words, the way you would tell a new colleague. It shows you what it understood before anything is saved. After you save, it can use what you taught it when it replies to leads and when it drafts new campaign emails.

Before you start

Step 1 of 5

1

Open Your AI

This page is where you teach your AI.

  1. Open Your AI in the side menu.
  2. Find the box named Teach your AI.
What you should see

A line under the page title that says Tell your AI about your business and how you want it to work.

Step 2 of 5

2

Tell it in plain words

One message can hold up to 8 things. If you have more, send them in a second message.

  1. Type it in the big box, the way you would tell a new colleague.
  2. Click Teach my AI.
What you should see

A panel opens with the heading Here's what I understood. Under it, a line says Nothing is saved until you press Save.

Step 3 of 5

3

Check each line

Each line is one thing your AI understood, in its own words. A line may show an older sentence in quote marks. That means your AI already knows something on the same point.

  1. Read every line.
  2. Click Drop beside a line you want to leave out. Click Keep it to bring it back.
  3. For a line with an older sentence, pick Update it, Add it anyway or Drop.
What you should see

A line that clashes with what your AI already knows carries the tag Changes something. Save stays grey until every line with an older sentence has a choice.

Step 4 of 5

4

Save

Save puts the lines you kept to work.

  1. Click Save.
What you should see

A message that starts with Saved shows, and the box empties. Your lines appear under Recently taught.

Step 5 of 5

5

Take something back

Changed your mind about a line you saved? You can take it back.

  1. Find the line under Recently taught.
  2. Click Remove beside it. No question is asked.
What you should see

The line goes away and a message says Removed. Your AI stops using it.

You can also teach your AI through Claude. Ask Claude to show you what it understood before it saves anything.

Stuck? Send us a screenshot on WhatsApp.